SkyOak Wealth’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $432K | Sell |
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|
2025
Q2 | $420K | Hold |
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|
2025
Q1 | $455K | Sell |
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|
2024
Q4 | $431K | Sell |
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|
2024
Q3 | $528K | Sell |
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|
2024
Q2 | $538K | Sell |
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|
2024
Q1 | $564K | Sell |
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|
2023
Q4 | $533K | Hold |
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|
2023
Q3 | $503K | Hold |
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|
2023
Q2 | $519K | Hold |
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|
2023
Q1 | $506K | Hold |
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|
2022
Q4 | $531K | Hold |
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|
2022
Q3 | $473K | Sell |
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|
2022
Q2 | $506K | Sell |
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|
2022
Q1 | $595K | Sell |
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|
2021
Q4 | $6.33M | Buy |
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|
2021
Q3 | $5.64M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $6.85M | Buy |
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|
2020
Q1 | $5.64M | Buy |
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|
2019
Q4 | $473K | Buy |
|